We Help You Organize, Manage, And Understand all of your Areas of Financial Planning Opportunities Including:
 

 


Wealth

We Provide investment advice for:

  • Professionally Managed Accounts
  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Alternative Programs

Utilizing:

  • Retirement Programs
    • IRA’s
    • TSA’s
    • 401k’s and 403b’s
    • Retirement Plan Rollovers
  • Individual & Joint accounts
    • TOD/POD
    • JTWROS
    • Tenants by Entirety
  • College Savings Plans
  • Banking and Credit Management
  • Business & Succession Planning RISK
  • Executive Compensation

Taxes

Collaboratively work with tax professionals to evaluate your current strategy and provide alternatives to utilize tax free,tax deduction, tax deferral, & tax credit programs to reduce & minimize your taxes


Risk

  • Life Insurance –  to protect your loved ones
  • Disability Insurance – to protect yourself & your family
  • Long Term Care – to protect ourselves as we age
  • Buy-Sell Agreements
  • Business Valuations
  • Medical Insurance
  • Transfer risk and safeguard assets
  • Auto, Homeowners, Umbrella, and business insurance

Estate

Work with Legal Advisors to preserve your legacy using...

  • Revocable Living Trusts
  • Charitable Remainder Trusts
  • Tax Exempt Entities
  • Limited Partnerships
  • Limited Liability Companies
  • Planning for incapacity
  • Education and Family Support
  • Distribution of Estate

Property & Casualty

  • Auto Insurance
  • Homeowners Insurance
  • Business Liability
  • Umbrella Coverage

Real Estate

  • Home Loans
  • Buy/Sell Real Estate